The following procedures will outline the steps for adding and managing any Purpose codes to
be utilized within the system.
Step 1 Log into the CDP
The active Institution and File will display in the upper right-hand section to the left of the
name of the user logged in.
Step 2 Click Settings
Step 3 Hover over Lookup Manager
Step 4 Click on Purpose Codes
Step 5 To add a new Purpose code, click the green Add New button on the upper right-hand corner
5.1 Type in the Code
5.2 Type in the Name of the Purpose
5.3 Place a check mark in the CRA Qualified box if the purpose would signify the record as CRA
Qualified
5.4 Click Save
Step 6 To Edit a Purpose Code, click on the desired Purpose code
6.1 Select Edit
6.2 Make the desired changes
6.3 Click Save
6.4 If the changes are not desired, click the X in the upper right-hand corner to Cancel the changes
Step 7 To Delete a Purpose Code, click on the desired Purpose code
7.1 Select Delete
7.2 Click Yes to the confirmation message
Article Reference CNX209